Build Dashboards with UPS Data in DBxtra

Create dynamic dashboards and perform analytics based on UPS data in DBxtra.

The CData ODBC Driver for UPS enables access to live data from UPS under the ODBC standard, allowing you work with UPS data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to connect to UPS data as a generic ODBC Data Provider and create charts, reports, and dashboards based on UPS data in DBxtra.

Connect to UPS Data

  1. If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the built-in Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

    The driver uses five pieces of information in order to authenticate its actions with the UPS service.

    • Server: This controls the URL where the requests should be sent. Common testing options for this are: https://wwwcie.ups.com/ups.app/xml and https://wwwcie.ups.com/webservices
    • AccessKey: This is an identifier that is required to connect to a UPS Server. This value will be provided to you by UPS after registration.
    • UserId: This value is used for logging into UPS. This value is the one you chose to login with when registering for service with UPS.
    • Password: This value is used for logging into UPS. This value is the one you chose to login with when registering for service with UPS.
    • AccountNumber: This is a valid 6-digit or 10-digit UPS account number.
    • PrintLabelLocation: This property is required if one intends to use the GenerateLabels or GenerateReturnLabels stored procedures. This should be set to the folder location where generated labels should be stored.

    When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

  2. Open the DBxtra application and in the New menu click Project and name the Project.
  3. Select ODBC Connection as the Data Connection Type.
  4. Click the browse option () for the Data Source.
  5. In the Data Link Properties window, select Microsoft OLE DB Provider for ODBC Drivers on the Provider tab.
  6. On the Connection tab, select the Data Source Name and the initial catalog to use (CData).
  7. Name the Connection and select the appropriate User Groups.
  8. Double-click the Connection from within the Project to connect to the data.

Create a Dashboard with UPS Data

You are now ready to create a dashboard with UPS data.

  1. Right-click Report Objects under the Project and select New Report Object.
  2. In the new Report Object, click the link to create the Query.
  3. In the Select Data Connection window, select the newly created data connection.
  4. On the Query tab, expand the connection objects and select the Tables, Views, and specific columns you wish to include in your dashboard. You can specify search requirements and even create complex queries which include JOINs and aggregations.
  5. On the Dashboard tab, select the visualizations and features for your dashboard. Assign the data values from the query to the appropriate fields for the Dashboards items (Values, Series, etc.)

With a new Dashboard created, you are ready to begin analysis of UPS data. Thanks to the ODBC Driver for UPS, you can refresh the Dashboard and immediately see any changes made at the source. In the same way, you can create and view Reports with live, up-to-date UPS data.